GOOGL vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Alphabet Inc. · Communication Services
$317.41
-4.5% upside to fair value
Grade D
High Quality
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
ORCL has more upside to fair value
(+24.7%).
GOOGL trades at a lower forward P/E
(29.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOGL |
ORCL |
| Current Price |
$317.41 |
$175.08 |
| Fair Value Estimate |
$303.05 |
$218.26 |
| Upside to Fair Value |
-4.5%
|
+24.7%
|
| Market Cap |
$3,839.7B |
$503.5B |
| Forward P/E |
29.0x
|
30.8x
|
| EV / EBITDA |
21.5x
|
21.4x
|
| Price / Sales |
9.5x
|
7.9x
|
| Price / FCF |
52.4x
|
-20.4x
|
| Revenue Growth YoY |
+11.3%
|
+7.0%
|
| Gross Margin |
59.7%
|
66.4%
|
| Operating Margin |
32.0%
|
30.8%
|
| Return on Equity |
35.0%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.91%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-ove…
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
| Metric |
GOOGL |
ORCL |
| Zone Low |
$227.29 |
$163.69 |
| Zone High |
$257.59 |
$185.52 |
| In Buy Zone? |
No
|
Yes
|